Skip to main content
Book a demo
Client engagement: portal, booking & messaging

A portal clients actually use.

Booking without a login, forms that chase themselves, secure messages, online payments and check-ins between sessions. Clients handle their part, so your team doesn't have to.

Book a demo
All features included Free migration No per-session AI fees Clients book with no login
Your appointmentTelehealth with Dr. Sarah J.
✓Payment received: $150.00Visa ending in 4242Completed
Download superbillDownload invoice
Pending documents
Client intake formRequired
Sleep quality assessmentOpen
Clients get their own documents. No emailing you for them
The client experience
BookChoose an available time

No-login booking

PrepareForms before the visit

The next task stays visible

PayA clear confirmation

Payment received

Booking, forms and payments, in one connected experience.
Check-ins between sessionsMood and sleep check-ins, and scored assessments sent on a schedule
Forms that chase themselvesConsents, intakes and assessments send their own reminders
Clients pay their own wayCard on file through a secure link, superbills and invoices on demand
Booking

Booking that needs no login.

Clients pick a slot from your booking link and that's it. No account, no password, no voicemail loop.

Self-booking

Your calendar, at their fingertips.

  • Book without an account
  • Filter by service, provider or location
  • Book with any available provider
  • Email and SMS reminders, in your words
See a booking page live
Book with Riverside TherapyIndividual therapy, 50 min, telehealthNo login needed
Tue 2:00 PMTue 4:30 PMThu 10:00 AMThu 3:00 PM
✓Booked. Confirmation and reminders on the way.
Booking page: Riverside Therapy
Individual therapy, 50 min, telehealthNo login needed
Tue 2:00 PM Tue 4:30 PM Thu 10:00 AM Thu 3:00 PM
Booked. Confirmation and reminders on the way.Thu 10:00 AM
Clients open your booking link, pick a slot, and that's it. No account, no password, no voicemail loop.
Client engagement
Booked, without the back-and-forth.
24Tuesday
Choose an available time
9:00 AM10:00 AM ✓2:00 PM4:30 PM
Appointment confirmedIntake and reminders follow
ChooseConfirmPrepare
Booking and the practice calendar stay connected.
Intake & forms

Paperwork that chases itself.

Consents, intakes and assessments go out with due dates. They show up in the client's portal and send reminders until they're done.

The client's view

One list, no surprises.

  • Every form has a due date and a sender
  • Required items flagged on the appointment
  • Consents go the same way
  • Clients only see questions that apply
How templates are built
My documentsForms and assessments in one place
All 15Pending 5Overdue 6Completed 4
Telehealth consent formAssigned by Dr. Villa, due FriDone
Payment authorization formAssigned by Dr. Villa, due FriDone
Intake formAssigned today, due MonRequired
Forms, client's portal
Telehealth consent formDr. Villa, due FriSubmitted
Payment authorization formDr. Villa, due FriAssignedSubmitted
Intake formAssigned today, due MonRequired
Submitted20
1
2 of 3
Every form shows who sent it and when it's due. Required ones are flagged on the appointment too, and reminders keep going until they're done.
Forms
One clear list.
ConsentSubmitted
Payment authorizationSubmitted
IntakeDue before visit
Two forms completedThe remaining task stays visible
AssignRemindComplete
Clients can see what is still needed.
Between sessions

Check-ins that keep the thread going.

Mood, sleep and journal check-ins keep a thread running between appointments. You see them when clients choose to share.
Mood logsA five-point scale, plus notes and photos, on the days you pick
Sleep check-ins and journalingFree writing or your own prompts. The client picks what you see
You see the pattern, not just the sessionCheck-ins sit next to the chart, ready before the next session
Assessments raise their own alertsA high-risk answer raises an alert the moment it comes in
This weekShared by your client
Mood check-in4/5, calm and hopeful, TuesdayShared
Sleep check-in6.5 hours, better than last weekShared
Journal entry"Used the grounding exercise twice…"Shared
Client-shared entries are marked shared in your view
Messaging

Messages that belong in the record.

Encrypted, sorted by topic, and permanent. Messages can never be edited or deleted. That's there to protect the record, not to limit you.

Secure threads

Keep the conversation connected.

  • Topic threads, groups and attachments
  • Video call from any thread
  • Archive without losing anything
  • Works on mobile
How messages are protected
Scheduling threadEncrypted. Part of the record.
Could we move Thursday to the morning?
Of course. I just sent you a booking link for 10:00.
Booked. See you then!
Messages can't be edited or deleted, by anyone
Messages: Scheduling
Could we move Thursday to the morning?Mar 30, 8:41 PM
Sure. I just sent a link for 10:00.Mar 31, 7:55 AM
Booked. See you then!Mar 31, 8:02 AM
Encrypted and part of the record. Messages cannot be edited or deleted, by anyone.
Threads are organized by topic and stay in the record. Say it once, keep it forever.
Messages
The conversation stays connected.
Could we move Thursday to the morning?
Yes — a 10:00 AM booking link is ready.
Booked. Thank you!
MessageReplyFollow through
Practice conversations, organized by topic.
Payments & access

Payments clients handle themselves.

Clients pay online, keep a card on file through a secure link, and download their own superbills and invoices. If a client doesn't want a portal, that's fine too.

Money without the chase

Cards on file, the safe way.

  • Card on file through a 48-hour secure link
  • Stripe-hosted, card data never touches Eggmed
  • Invoices sent automatically
  • Portal optional per client, web and iOS
How the money side works
Add a payment methodSent as a secure linkExpires in 48h
Secure link openedHosted by Stripe, not stored hereDone
Card savedVisa •••• 4242Done
Copay autopay onCharged after each completed sessionDone
Refunds go back to the original card
Add a payment method, secure link
Link sent to the clientExpires in 48h
Hosted by Stripe. Card data never touches Eggmed.
Card savedVisa •••• 40
1
2
3
420
1
240
1
2
3
420
1
2
Copay autopay
Charged after each completed session
Refunds go back to the original card
Clients add a card through a link that expires in 48 hours. The card lives with Stripe, not in Eggmed, and copays charge themselves.
Payments
A simpler way to pay.
Payment linkSent
Payment method
Card •••• 4242Saved
Payment method addedReady for authorized payments
Secure linkAdd cardConfirmation
Payment collection follows authorization and settings.
On the clinical side

Check-ins are half the story.

Scored assessments go out on a schedule too. High-risk answers raise an alert the moment they come in.

Assessments: PHQ-9Sent every 2 weeks
Went out to the portalMon 9:00 AM
Answers came back scoredWed 7:12 PM
18 out of 27Moderately severe
!High-risk answer flagged
Raised the moment it came in
In the client's record before the next session
The score and the alert are waiting in the record when you open the session.
See the EHR
FAQ

Questions practices ask about the portal.

If yours isn't here, ask us on the call.

Book a demoProvider Help Center
Do clients need an account to book?
No. Booking works from a public link with no login. The portal account comes later, by email invitation, and only if you want the client to have one.
What if a client doesn't want a portal?
Then they don't get one. Portal access is optional per client. A client can be fully active in your practice with no portal at all.
Can clients delete their messages?
No, and neither can staff. Messages are encrypted and permanent, which keeps the record intact for everyone.
Can clients pay online?
Yes. They can pay invoices online, keep a card on file through a secure expiring link, and download their own superbills and invoices from the portal.
Can I customize reminders?
Yes. Email or SMS, several per appointment, in your own words and on your timing. Placeholders fill in the details.
Is there a mobile app?
Yes. The portal works in any browser on any device. There's also an iOS app with most of the web features.

Clients handle their part themselves.

Booking, forms, payments and check-ins, all in the same plan. See it run with your own intake flow and providers.

Book a demo
All features included Free migration No per-session AI fees Clients book with no login

The all-in-one platform for behavioral health. More care. Less admin.

support@eggmed.com+1 302 329 8290
Product
Clinical toolsInsurance billingClient engagementPricingSecuritySwitching to Eggmed
Who it's for
Solo therapistsGroup practices
Company
AboutBook a demoBlogProvider Help Center
For clients
Client portaliPhone app
© 2026 Eggmed. All rights reserved.
PrivacyTermsCookiesYour Privacy ChoicesSMS opt-in
BAA
Book a demo